Skip to content
Disclosery

National Wealth Management Group, LLC: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on PG, newest first. How the timeline and the estimate are built.

National Wealth Management Group, LLC held 9,694 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,694 shares
    Change vs previous 13F -277 shares

    0.44% of the 13F portfolio, value $1,421,525.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,971 shares
    Change vs previous 13F -241 shares

    0.54% of the 13F portfolio, value $1,440,159.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,212 shares
    Change vs previous 13F -25 shares

    0.51% of the 13F portfolio, value $1,463,531.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,237 shares
    Change vs previous 13F +706 shares

    0.59% of the 13F portfolio, value $1,572,895.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,531 shares
    Change vs previous 13F -246 shares

    0.85% of the 13F portfolio, value $1,518,490.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,777 shares
    Change vs previous 13F +512 shares

    1.1% of the 13F portfolio, value $1,666,160.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,265 shares
    Change vs previous 13F +257 shares

    1.03% of the 13F portfolio, value $1,553,198.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,008 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,560,232.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).